Marshall Financial Group LLC - Q42025 Holdings

Marshall Financial Group LLC holds 288 stocks with a total portfolio value of $ 515.31M as of Q42025. In Q42025, Marshall Financial Group LLC added 58 new positions, increased stakes in 54 stocks, reduced 149 holdings, and fully exited 28 positions. The largest holding is Ssga Active Tr (OBND), representing 5.34% of the total portfolio.